We’re growing and want you to be a part of our journey.

Senior Paraplanner

We are looking for an experienced and self-motivated individual to work alongside Senior Consultants to provide full Paraplanning support to our consultants Nationwide. 

This role can be based from any of our regional offices including Croydon, London, Bristol, Leeds, Birmingham, Manchester, Belfast, Reading, Edinburgh or Glasgow.

Role and Responsibilities

• Writing technical advice/suitability reports.
• Supporting the Advisers by conducting research on products and helping to find the right solutions for our clients.
• Financial planning calculations.
• Analysing client data to produce Cashflow forecasts.
• Assist with mini projects and tasks as part of the wider team function.
• To work within our back-office system - IO.
• Maintain and record a high level of industry knowledge as part of the firms ongoing professional development, which is up to date and relevant, including legislative and regulatory developments.
• Comply with all company and industry guidelines, rules and regulations.
• Assist in the development, support and maintenance of processes. 

Key Skills & Experience

• A CII level 4 Diploma qualification
• Minimum of 2-3 years of experience within a Financial Planning Practice
• Ability to prioritise work and complete work within specified timeframes
• Excellent attention to detail
• Positive ‘can do’ attitude
• High level of technical knowledge
• Excellent verbal and written communication skills
• Experienced with Microsoft Office software, experience using IO would be desirable.
• Previous experience using FinCalc and Platforms

Demonstrated Commitment to our Core Purpose

• Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
• Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
• Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
• People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.

What we offer you

Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

What’s next?

Click on the ‘apply’ and follow the simple application process on-line.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.